Brad Fox

The Association of Financial Advisers (AFA) has named the finalists in the prestigious 2013 AFA Adviser of the Year Award (the Award), proudly supported by Zurich.

The Award, now in its 11^th year, recognises leadership, advocacy and innovation in the financial services industry and is proving there is no shortage of professional financial advisers striving for success at an individual and industry level.

AFA CEO, Brad Fox, said the six finalists had undergone a rigorous 360-degree assessment process. “The finalists are judged on education, experience and contribution to the industry,” he said.

This includes elements such as the use of technology and processes in their business, their client feedback process, complaints handling procedures, business cashflow management and business planning techniques.

“This is an opportunity to not only recognize the outstanding abilities of the final six, but also to acknowledge the significant number of nominations for the Award from right across Australia,” Mr Fox said. “The nominations are becoming more difficult to judge each year, with many more advisers demonstrating their skills and talents and providing an example for others to emulate.”

Colin Morgan, CEO of Zurich’s Life and Investments business, sponsors of the Award since its inception in 2003, said the industry has experienced significant change and this year’s finalists demonstrate the exceptional standard of advice that continues to be delivered to clients.

“The finalists have seemingly done the impossible, adapting to a changing environment while continuing to reach the pinnacle of professional self-development and client centricity,” he said. “Zurich is delighted to continue championing adviser excellence by sponsoring the Award for the 11^th year running.”

The 2013 AFA Adviser of the Year will be announced on Tuesday, 15 October 2013 at the AFA National Conference at the RACV Royal Pines Resort on the Gold Coast.

The six finalists are:

• Justine Back, Back to Back Financial Planners, New South Wales
• Jenny Brown, JBS Financial Strategists, Victoria
• Kylie Wright, Ulton Financial Planning, Queensland
• Mark Rando, Rando & Associates, Western Australia
• Rory Mooney, Wealth By Design, South Australia
• William Bracey, Sydney Financial Planning, New South Wales

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